David A. Savage
Senior Manager | Advisor
Private Client Advisory | Wealth Management
Location
Vero Beach, FL (North)
772.234.8484
Education
Adelphi University
BA, business management
Current Role
David develops creative, forward-looking strategies that help clients achieve long-term clarity and success across their financial lives. As a private client advisor at ²ÝÝ®ÊÓƵ, he works with individuals, families, and business owners who value a highly coordinated, strategic approach to wealth management and planning. His work integrates asset management, succession and exit planning, and personal wealth strategies within each client’s broader business, tax, and financial framework.
David’s role is inherently collaborative. He works closely with cross-functional teams across ²ÝÝ®ÊÓƵ’s lines of business, including tax, estate planning, accounting, and transaction advisory, to deliver tailored solutions aligned with each client’s needs and complexity. Rather than offering isolated advice, he emphasizes integration so financial decisions are aligned, tax-efficient, and strategically sound.
Through a proactive, consultative approach, David helps clients navigate business transitions, liquidity events, generational planning, and ongoing wealth stewardship while building trusted relationships that evolve alongside their lives, businesses, and priorities.
Service Areas
- Comprehensive financial planning
- Retirement and estate planning
- Risk management
- Qualified and non-qualified retirement plans
- Investment Analysis & Portfolio Design
- Multi-generational Financial Planning
- Insurance Analysis & Strategies
Experience
David began his career in finance in 1999 and brings more than 25 years of experience in wealth management. Prior to joining ²ÝÝ®ÊÓƵ in 2023, he worked with two major financial institutions within their wealth management divisions. His experience spans asset management, comprehensive financial planning, and trust and estate planning, with a focus on delivering coordinated, long-term strategies.
David also holds series 7 and 66 securities registrations, as well as state annuity and health insurance licenses.
A Closer Look
- David keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
Securities offered through ²ÝÝ®ÊÓƵ Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through ²ÝÝ®ÊÓƵ Wealth, a Registered Investment Advisor. Insurance services offered through ²ÝÝ®ÊÓƵ Insurance Group. 5070 Highway A1A, Suite 250, Vero Beach, FL 32963 | 772.234.8484